Civic Intelligence

Ella Ann L and Frank B Holding Foundatio

EIN 56-2002528 • Smithfield, NC

Post Office Box 1415Smithfield, NC 27577
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

36th percentile

0.8%

Faster asset growth than 36% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

65th percentile

17%

Faster revenue growth than 65% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,148,408

Up $411,111 (+2.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$18,148,408

Up $411,111 (+2.3%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin75th percentile

Revenue

Up

$1,533,140

Up $610,388 (+66%) from 2023

Expenses

Up

$1,122,029

Up $61,748 (+5.8%) from 2023

Net Income

Up

$411,111

Up $548,640 (+399%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $11,111,312Liabilities 2011: $02011Assets 2012: $12,979,113Liabilities 2012: $02012Assets 2013: $13,454,538Liabilities 2013: $1Net Assets 2013: $13,454,5382013Assets 2014: $13,936,421Liabilities 2014: $1Net Assets 2014: $13,936,4212014Assets 2015: $14,694,367Liabilities 2015: $1Net Assets 2015: $14,694,3672015Assets 2016: $14,910,924Liabilities 2016: $0Net Assets 2016: $14,910,9242016Assets 2017: $15,379,937Liabilities 2017: $0Net Assets 2017: $15,379,9372017Assets 2018: $15,548,023Liabilities 2018: $0Net Assets 2018: $15,548,0232018Assets 2019: $16,151,159Liabilities 2019: $1Net Assets 2019: $16,151,1592019Assets 2020: $16,433,208Liabilities 2020: $1Net Assets 2020: $16,433,2082020Assets 2021: $17,913,657Liabilities 2021: $1Net Assets 2021: $17,913,6572021Assets 2022: $17,874,826Liabilities 2022: $1Net Assets 2022: $17,874,8262022Assets 2023: $17,737,297Liabilities 2023: $1Net Assets 2023: $17,737,2972023Assets 2024: $18,148,408Liabilities 2024: $0Net Assets 2024: $18,148,4082024

Highlighted filing

2024

Assets$18,148,408
Liabilities$0
Net Assets$18,148,408
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,103,119Expenses 2011: $462,972Net Income 2011: $640,1472011Revenue 2012: $2,368,643Expenses 2012: $505,842Net Income 2012: $1,862,8012012Revenue 2013: $1,099,048Expenses 2013: $623,623Net Income 2013: $475,4252013Revenue 2014: $1,081,587Expenses 2014: $599,704Net Income 2014: $481,8832014Revenue 2015: $1,428,673Expenses 2015: $670,727Net Income 2015: $757,9462015Revenue 2016: $952,832Expenses 2016: $736,275Net Income 2016: $216,5572016Revenue 2017: $1,227,906Expenses 2017: $758,893Net Income 2017: $469,0132017Revenue 2018: $1,175,761Expenses 2018: $1,007,675Net Income 2018: $168,0862018Revenue 2019: $1,309,951Expenses 2019: $706,815Net Income 2019: $603,1362019Revenue 2020: $1,167,762Expenses 2020: $885,713Net Income 2020: $282,0492020Revenue 2021: $2,388,555Expenses 2021: $908,106Net Income 2021: $1,480,4492021Revenue 2022: $1,119,822Expenses 2022: $1,158,653Net Income 2022: -$38,8312022Revenue 2023: $922,752Expenses 2023: $1,060,281Net Income 2023: -$137,5292023Revenue 2024: $1,533,140Expenses 2024: $1,122,029Net Income 2024: $411,1112024

Highlighted filing

2024

Revenue$1,533,140
Expenses$1,122,029
Net Income$411,111
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,148,408
Liabilities
$0
Net assets
$18,148,408
Revenue
$1,533,140
Expenses
$1,122,029
Net income
$411,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.53$1.12$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$0.92$1.06$0.14
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.12$1.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.39$0.91$1.48
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.17$0.89$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$1.31$0.71$0.60
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.18$1.01$0.17
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.23$0.76$0.47
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.95$0.74$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$1.43$0.67$0.76
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.08$0.60$0.48
2013Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.10$0.62$0.48
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$2.37$0.51$1.86
2011Summary only. Only limited summary data is available for this year.$11.1$0.00$1.10$0.46$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLIVIA B HOLDINGPresident-$0--
FRANK B HOLDING JRVice President-$0--
HOPE HOLDING BRYANTTreasurer-$0--
JUDITH A MURRAYSecretary-$0--
CLAIRE H BRISTOWDirector-$0--
CARSON H BRICEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ella Ann L and Frank B Holding Foundatio
EIN
56-2002528
Phone
9194142515
Address
POST OFFICE BOX 1415, SMITHFIELD, NC 27577

Signing Officer

Name
Olivia B Holding
Title
President
Phone
9194142515
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD STE 400, RALEIGH, NC 27609
Preparer
Cameron Flowers CPA
Phone
9195717055
Raw XML AppendixShowing 400 of 1,710 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,140 SHS FIRST CITIZENS BANK SC/FCNC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,350 SHS MERCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17APPLE INC 1200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ARTISAN INTERNATION SMALL-MID FUND 8804 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BANK OF AMERICA CORP 879 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BERKSHIRE HATHWAY INC 171 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BERKSHIRE HATHWAY INC 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BEST BUY INC 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BRISTOL MYERS SQUIBB 690 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CATERPILLAR INC 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CBRE GROUP INC CL A 262 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHEVRON CORP 201 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CIGNA CORP NEW USD 95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CISCO SYSTEMS INC 946 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CME GROUP INC 143 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COCA COLA COMPANY 3000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COSTCO WHSL CORP NEW 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DARDEN RESTAURANTS INC 138 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DAVITA INC 175 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DISNEY WALT CO 161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DRIEHAUS EMERGING MKTS GROWTH FUND 7713 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EASTMAN CHEM CO COM 277 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EATON CORPORATION 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ELECTRONIC ARTS INC 99 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ELEVANCE HEALTH INC 77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EXXON MOBIL CORP 674 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FCB BANCSHARES INC 20,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FEDEX CORP 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FIFTH THIRD BANCORP 12045 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GE HEALTHCARE TECHNOLOGIES 307 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GOLDMAN SACHS GROUP INC 39 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HARTFORD FINL SVCS GROUP INC 287 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HCA HEALTHCARE INC 84 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HOME DEPOT INC 138 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HOME DEPOT INC 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HONEYWELL INTERNATIONAL INC 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND 12021 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HP INC 654 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INTERCONTINENAL EXCHANGE INC COM 235 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTERNATIONAL BUSINESS MACHS CORP 190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES RUSSELL MID CAP VALUE 8082 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES RUSSELL MID-CAP GROWTH ETF 5536 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ISHARES RUSSELL TOP 200 GROWTH ETF 19239 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES TR CORE MSCI EAFE ETF 19597 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JOHNSON & JOHNSON 334 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JOHNSON & JOHNSON 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JOHNSON CTLS INTL PLC 317 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JP MORGAN CHASE & CO 272 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JP MORGAN CHASE 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70JUNIPER NETWORKS INC 573 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71KIMCO REALTY CORP 891 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KINDER MORGAN INC 875 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MARATHON PETE CORP 158 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MCDONALDS CORP 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MEDTRONIC PLC 198 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MFS INTERNATIONAL EQUITY FUND 20150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MICROSOFT CORP 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MONDELEZ INTERNATIONAL INC 355 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MORGAN STANLEY COM 186 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PAYCHEX INC 179 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PEAR TREE POLARIS FGN VAL SM CAP 14925 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PEPSICO 1200 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115ARGA EMERGING MARKETS VALUE FUND INS 18014 SHS
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0693650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01017500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0331919

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